Live Oak Private Wealth LLC Dimensional ETF Tr Us Marketwi Transaction History

Live Oak Private Wealth LLC

  • $691 Million
  • Q3 2025

A detailed history of Live Oak Private Wealth LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 8,962 shares of DFUV stock, worth $403,648. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,962
Previous 8,962 -0.0%
Holding current value
$403,648
Previous $378,000 5.82%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$40.38 - $44.35 $22,976 - $25,235
-569 Reduced 5.97%
8,962 $366,000
Q1 2024

Apr 23, 2024
BUY
$36.22 - $40.9 $66,934 - $75,583
1,848 Added 24.05%
9,531 $389,000
Q4 2023

Jan 29, 2024
BUY
$31.85 - $37.39 $244,703 - $287,267
7,683 New
7,683 $285,000

Others Institutions Holding DFUV

# of Institutions
767
Shares Held
246M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email